Avantax Planning Partners, Inc. Chubb LTD Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Chubb LTD stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 745 shares of CB stock, worth $201,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares

745

Previous 782 4.73%

Holding current value

$201,269

Previous $225,000 8.89%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$271.57 - $301.89 $10,048 - $11,169	-37 Reduced 4.73%	745 $205,000
Q3 2024 Nov 13, 2024	SELL	$252.51 - $292.2 $17,423 - $20,161	-69 Reduced 8.11%	782 $225,000
Q2 2024 Aug 09, 2024	BUY	$243.01 - $274.28 $206,801 - $233,412	851 New	851 $217,000
Q4 2022 Feb 09, 2023	SELL	$184.68 - $222.05 $14,774 - $17,764	-80 Reduced 5.08%	1,495 $329,000
Q3 2022 Oct 14, 2022	BUY	$174.74 - $202.41 $50,325 - $58,294	288 Added 22.38%	1,575 $286,000
Q2 2022 Jul 18, 2022	SELL	$186.97 - $216.55 $30,476 - $35,297	-163 Reduced 11.24%	1,287 $253,000
Q1 2022 May 09, 2022	SELL	$191.44 - $217.78 $4,786 - $5,444	-25 Reduced 1.69%	1,450 $310,000
Q4 2021 Jan 28, 2022	SELL	$173.61 - $196.09 $93,749 - $105,888	-540 Reduced 26.8%	1,475 $285,000
Q3 2021 Oct 27, 2021	BUY	$157.95 - $186.68 $85,293 - $100,807	540 Added 36.61%	2,015 $350,000
Q2 2021 Aug 10, 2021	BUY	$156.01 - $176.39 $230,114 - $260,175	1,475 New	1,475 $234,000
Q4 2018 Feb 14, 2019	SELL	$120.19 - $136.59 $102,041 - $115,964	-849 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$126.81 - $140.12 $107,661 - $118,961	849 New	849 $113,000
Q2 2018 Aug 13, 2018	SELL	$124.57 - $138.29 $134,660 - $149,491	-1,081 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$134.57 - $156.15 $145,470 - $168,798	1,081 New	1,081 $148,000

Others Institutions Holding CB

# of Institutions

2,025

Shares Held

346M

Call Options Held

2.03M

Put Options Held

1.87M

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $112B
Description
Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical, cyber risk, surety, and excess casualty; and group acc...

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Avantax Planning Partners, Inc. Chubb LTD Transaction History